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Five Ways ProForma Makes Jira Admin More Manageable

Is Jira spreading like wild fire through your organization? Do you have hundreds of Jira projects? And thousands of custom fields? Do you wrestle with when to accommodate a request for customizations and when to say no?

Jira is great tool and expanding its use will make teams across your organization more agile and efficient. Your skills as a Jira administrator become more valuable as Jira spreads to more teams. But then there’s that thing that tends to happen at work – when you do a good job, you get rewarded with… more work.

Good news! While you’re harnessing the power of Jira to help business teams, you can also reign in Jira admin. The secret? ProForma, the Jira add-on that allows you to create forms embedded in Jira issues.

Here’s are five ways ProForma can make your life as a Jira administrator easier.

1) Faster Project Creation & Administration

Depending on a team’s data collection needs, you may want to enable ProForma on some projects and not others. No problem. ProForma is project specific. You can use our toggle to enable/disable ProForma on projects in mass.

ProForma also allows you to copy forms from one project to another, making it easy to collect information in a standardized format.

2) Put Data Collection Responsibility Where It Belongs

Every team, and every process carried out by those teams, requires different pieces of information. Previously your options were to dump multiple pieces of data together in the description field, invest a lot of time creating field configurations and field contexts, or create a new custom field.

None of those are a particularly good option for both you and the team using the project. Compare that with using a form. Forms mean you can gather all of the data needed for a particular process, formatted the way the team wants and validated to their business rules. Since form data won’t impact your Jira application’s performance or require special configurations, it’s perfectly fine to delegate form creation to a team member with Administer Project permission. Thus teams can take responsibility for collecting the data they need by creating and updating their own forms.

3) Control the Jira Custom Field Chaos

Having too many custom fields doesn’t just create a jungle for you to try to manage. It can negatively impact Jira’s performance, making daily tasks like creating new issues slower.

Not every piece of information that needs to be collected needs to have a Jira field. If you aren’t going to query or report on a field, then there’s no reason to add it to the issue. Instead, just put it on the form. For those data points that you will need to query or report on, one simple click allows you to pipe form data through to a Jira field.

4) Convert Teams Quickly Using Templates

The same features – end to end traceability, real time status, etc. – that make Jira a great tool for software development teams will also be embraced by business teams like Finance, HR, Legal and Marketing. ProForma makes it easy for teams to convert to Jira using the ProForma library of form and process templates.

These templates were purpose-built in consultation with industry experts. Any form can be easily modified to fit your team’s processes. And for teams that are using Jira Service Desk, there are process templates which include a portal form, request type, workflow and any needed supporting forms all in one install.

5) ProForma Process Templates for Jira Admins

Among those process, you’ll find a suite of templates designed to streamline Jira administration.

Now you can easily collect all of the needed information from users who are requesting new projects, new permissions, new workflows, etc. Getting the right information up front saves time for both you and the teams who are waiting for your support.